THIS WEEK’S PODCAST
Unlocking the Value of Tax Planning for Advisors Listen
Rules of thumb don't cut it, you have to understand the nuance for your clients
Listen
There are so many things to consider when planning to and through retirement, the question is where can you find answers on that many topics?
Listen
Transparency is the key, it's about letting people know up front what you do and how you are compensated
Listen
Tying the estate planning process to other life events and milestones is a great way to keep the focus on the bigger goal estate planning looks to address.
Listen
Great marketing is about helping someone move away from pain and towards pleasure.
Listen
It takes an intentional plan to go from snorkeling on taxes to Scuba diving, which is where the real value is.
Listen
There is more to tax efficient investing than simply choosing an ETF.
Listen
Every advisor should be creating content of some kind
Listen
Hard work matters. Success is about having great systems and then relentlessly executing.
Listen
Asking questions often makes people defensive, but there are other ways to get people to open up.
Listen
